DAYMARK WEALTH PARTNERS, LLC
All 13F Filings
- Location
- Cincinnati, OH
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 3,138,484
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/12/2026 | 603 | 3,138,484 | 13F-HR | DAYMARK WEALTH PARTNERS, LLC |
| Q3 2025 | 10/22/2025 | 600 | 2,945,538 | 13F-HR | DAYMARK WEALTH PARTNERS, LLC |
| Q2 2025 | 8/4/2025 | 560 | 2,628,902 | 13F-HR | DAYMARK WEALTH PARTNERS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.814 M | 89.7% | 153.8 K | 0 | 153.8 K |
| ETFs | 305.7 K | 9.7% | 31.03 K | 0 | 31.03 K |
| Debt | 8.794 K | 0.3% | 8.213 K | 0 | 8.213 K |
| Other | 9.493 K | 0.3% | 0 | 44 | -44 |
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Fund Snapshot
Q4 2025
Latest filed
1/12/2026
Total value ($000)
3,138,484
Holdings
603
QoQ value change ($000)
192,946
(6.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.